Guide / Copilot for Odoo / Write
Send invoices
Email posted customer invoices or credit notes to the customer, from your Odoo, with their email template and the invoice PDF. The Copilot doesn't write the email or choose who gets it: it goes only to the customer's email in Odoo.
Requirements
| Plan | Copilot for Odoo: Pro, Team or Business. |
|---|---|
| Permission in Conectores ERP | Enviar facturas (Send invoices): «Preguntar» (Ask) or «Bloquear» (Block), never «Permitir» (Allow). The default is Preguntar. |
| Your Odoo user | Accounting: Invoicing (account.group_account_invoice) or higher. |
| In Odoo |
|
How to use it
- Send invoice FAC/2026/0042 to the customer
- Send this week's posted invoices that haven't been sent
- Resend FAC/2026/0031, the customer says they didn't get it
Checks
| Check (when proposing, and again before sending) | If it fails |
|---|---|
| A posted customer invoice or credit note. | It isn't proposed (a draft is posted first). |
| The customer has an email in Odoo. | It isn't proposed. The Copilot links you to the requirements. |
| It hasn't been sent already, unless you ask to resend it. | The Copilot asks whether to resend it. |
| All from the same company. | One card per company. |
| The invoice's followers are the customer, contacts of the customer's company or internal users. | It isn't proposed: remove those followers in Odoo or send it from Odoo. |
| Before sending each one: it goes only to the customer, to the email on the card, by email. | That invoice isn't sent; the rest go ahead. |
| At most 20 invoices per card. | Ask for fewer at a time. |
The approval card
- One row per invoice: number, customer, Se envía a (Sent to, the email), total and attached PDF. It says so if it's a credit note or a resend.
- The notice «Se envía desde Odoo, solo al email del cliente, con la plantilla de email y el PDF de cada factura; queda en su chatter. Un email enviado no se puede recuperar.» Means: it's sent from Odoo, only to the customer's email, with the email template and the PDF of each invoice, and it's logged in the invoice's chatter. A sent email can't be recalled.
- The red Aprobar y enviar (Approve and send) button. Afterwards, the result for each invoice: Enviada (Sent), No enviada: cambió en Odoo (Not sent: it changed in Odoo) or No enviada (Not sent).
Note: As usual, Odoo also notifies the internal users who follow the invoice. For now, you can't add your own text to the email: Odoo's template is used.
Troubleshooting
Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.
| What you see | Why | What to do |
|---|---|---|
| The Copilot says the customer has no email in Odoo | The customer's contact has no email. | Add it in Odoo and ask again. It's never sent to another address. |
| «La factura cambió en Odoo (ya enviada, sin email o con otros seguidores).»Means: the invoice changed in Odoo (already sent, no email or other followers). | Something changed between the proposal and the approval. | Check the invoice in Odoo and ask again. |
| «El cliente o su email cambiaron en Odoo después de la propuesta.»Means: the customer or their email changed in Odoo after the proposal. | It isn't sent to an address you didn't see on the card. | Ask again to see the new address. |
| «Odoo iba a enviarla a otros destinatarios o sin email: no se ha enviado.»Means: Odoo was going to send it to other recipients or without email, so it wasn't sent. | The template or the followers added other recipients. | Check the template and the followers in Odoo, or send it from Odoo. |
| The invoice shows as sent but the customer receives nothing | Your Odoo has no outgoing mail server, or it failed: the email is in the queue. | Check outgoing mail in Odoo (Settings → Technical → Emails). |
| «Tu usuario de Odoo no tiene permiso para esta operación. Pide a quien administra tu Odoo que te dé acceso.»Means: your Odoo user isn't allowed to do this. Ask whoever manages your Odoo to give you access. | Your user can't send invoices. | Ask for the Invoicing group. |
| «Un administrador ha bloqueado este tipo de cambio.»Means: an admin has blocked this type of change. | An admin blocked the permission after the proposal. | Ask an admin to change it in Permisos (Permissions). |
| «La propuesta ha caducado. Pide al Copiloto que la rehaga.»Means: the proposal has expired. Ask the Copilot to make it again. | 24 hours passed without a decision. | Ask for the change again. |